Retirement plan

BOMA SAN FRANCISCO 401(K) PLAN

Name: BUILDING OWNERS AND MANAGERS ASSOCIATION - BOMA SAN FRANCISCO 401(K) PLAN (2018) Form 5500
Creator: BUILDING OWNERS AND MANAGERS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOMA SAN FRANCISCO 401(K) PLAN, BUILDING OWNERS AND MANAGERS ASSOCIATION

BUILDING OWNERS AND MANAGERS ASSOCIATIONEIN 94-0348180Plan #001PY 2018

233 SANSOME ST., 8TH FLOOR - SAN FRANCISCO, CA 94104415-362-8567

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

-24.0% from 2017

Total participants

0.0% from 2017

Average account balance

$315,647

-13.1% from 2017

Annual return

-3.34%

-23.79 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$233K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.47%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$20

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$733K

$122098 / participant

Other / not subdivided$733K100.0%

% of EOY assets

33.156%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$315,647

$211,946+48.9%

$169,452+86.3%

$135,379+133.2%

Participation rate

83.3%

82.6%+0.7pp

77.8%+5.6pp

82.6%+0.7pp

Annual return

-3.34%

3.26%-6.6pp

1.83%-5.2pp

519.79%-523.1pp

Employer contribution / active EE

$7,543

$5,117+47.4%

$4,157+81.5%

$4,779+57.8%

Participant deferral / active EE

$14,373

$6,075+136.6%

$5,277+172.4%

$5,609+156.2%

Admin fee / account holder

$104,655

$11,472+812.3%

$9,110+1048.8%

$10,828+866.5%

BOMA SAN FRANCISCO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOMA SAN FRANCISCO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion